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Beacon Bridge Wealth Partners’s iShares Short-Term National Muni Bond ETF SUB Stock Holding History

Beacon Bridge Wealth Partners’s Portfolio SUB Stock Details SUB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,223
Closed -$233K – 92
2023
Q1 		$233K Sell
2,223
-2,015
-48% -$211K 0.14% 87
2022
Q4 		$442K Buy
+4,238
New +$442K 0.32% 38